OUTREACHHUB FOR DENTAL

One operating system for the entire dental practice.

Connect patient communications, scheduling, intake, insurance, revenue cycle work, clinical documentation, inventory, reputation, and practice analytics without forcing your team to manage another collection of disconnected tools.

Front deskBilling & RCMClinical teamPractice leadership
Dental OperationsLive practice view
Patient accessConnectedCalls · Chat · Intake
Schedule readinessVisibleGaps · Recalls · No-shows
Revenue workOwnedBenefits · Claims · Denials
Daily opportunityActionableProduction · Follow-up
Today’s coordinated workNew patient intake ready for reviewEligibility response receivedClaim readiness task assignedUnscheduled treatment follow-up due

COMPLETE PRACTICE OPERATIONS

From the first call to the final payment and the next recall.

OutreachHub gives every team a shared operating record: what happened, what evidence supports it, who owns the next step, and what still requires human review.

AI receptionist & phones

Answer calls, recover missed calls, identify intent, summarize conversations, and route booking, billing, or treatment needs.

Unified patient communications

Bring voice, SMS, email, web chat, forms, and staff handoffs into one coordinated patient history.

Intelligent scheduling

Match patients with the right provider, treatment, operatory, location, duration, and live availability.

Digital intake & registration

Send guided packets, collect patient information, capture insurance details, and monitor incomplete forms.

Insurance readiness

Run eligibility checks, organize benefit evidence, surface coverage details, and create reviewable work for staff.

Revenue cycle management

Coordinate claim readiness, submission work, ERA activity, denial follow-up, prior authorizations, and payment visibility.

Clinical AI & documentation

Draft encounter notes from dictation, organize treatment context, support CDT suggestions, and retain provider approval.

Inventory & vendors

Monitor stock, flag low inventory, coordinate vendors and purchase work, and reduce procedure-day surprises.

Recall & treatment follow-up

Find unscheduled treatment, overdue recall, incomplete plans, and patients who need a timely next step.

Reputation & patient experience

Trigger review requests after completed care, identify recovery needs, and keep response drafts under approval.

Multi-location & DSO operations

Standardize queues, permissions, workflows, scorecards, and rollout visibility across locations.

Practice intelligence

Connect calls, schedules, production, collections, payer delay, treatment acceptance, and team ownership.

DENTAL USE CASES

Put the connected platform to work across the practice.

Start with patient access, revenue operations, or follow-up. Each use case connects the patient conversation, PMS context, assigned work, review controls, and measurable outcome.

WHEN A NEW OR EXISTING PATIENT CALLS

AI receptionist and missed-call recovery

Answer approved questions, identify the patient and reason for contact, recover missed calls, and route scheduling, billing, emergency, or treatment requests with context.

Answer→ Understand intent→ Book or route
✓More calls become accountable next steps instead of voicemail.

WHEN A PATIENT IS READY TO BOOK

Treatment-aware appointment scheduling

Match the visit reason with the right provider, operatory, location, duration, and live availability, then synchronize the appointment with the connected PMS.

Match visit→ Offer availability→ Write to PMS
✓Less front-desk back-and-forth and cleaner appointment data.

WHEN A PATIENT NEEDS TO COMPLETE INTAKE

Digital registration and insurance capture

Send service-specific intake, collect demographics and insurance information, monitor incomplete packets, and prepare staff review before the visit.

Send packet→ Collect information→ Review readiness
✓More complete records and fewer check-in delays.

WHEN COVERAGE MUST BE UNDERSTOOD BEFORE CARE

Eligibility and benefit readiness

Submit configured eligibility checks, retain response evidence, organize benefit details, and route exceptions or questions to the responsible team.

Check eligibility→ Organize evidence→ Resolve exception
✓Better visibility into coverage before treatment and claim work begins.

WHEN A CLAIM OR DENIAL NEEDS ACTION

Revenue-cycle work management

Create reviewable claim-readiness queues, track payer responses, assign denial and prior-authorization work, and connect each task to its supporting evidence.

Prepare claim→ Monitor payer→ Own follow-up
✓Revenue work has an owner, status, evidence, and next action.

WHEN TREATMENT OR RECALL REMAINS UNSCHEDULED

Recall, treatment follow-up, and reactivation

Identify overdue recall, unscheduled treatment, incomplete plans, and inactive patients, then coordinate approved phone, SMS, and email follow-up.

Find opportunity→ Personalize outreach→ Track booking
✓More patient value is recovered without relying on manual lists.

INSURANCE & RCM

Cleaner information in. Cleaner revenue out.

Connect front-desk intake to the billing work that follows. OutreachHub keeps eligibility evidence, claim preparation, payer responses, denials, and ownership visible so revenue work does not disappear into spreadsheets and portals.

  • Insurance capture during patient registration
  • EDI eligibility checks and benefit evidence
  • Claim-readiness queues and review controls
  • Prior authorization and open-claim visibility
  • ERA and payment-posting workflow support
  • Denial tracking, appeal work, and accountable follow-up
Revenue Cycle CommandSource-backed work
01
Eligibility & benefitsCoverage evidence ready for review
Ready
02
Claim readinessCoding, attachment, and data checks
3 open
03
Payer responseERA, payment, and exception activity
Updated
04
Denial recoveryReason, owner, evidence, and next action
1 review

INTEGRATIONS

Connect the systems your practice and patients already use.

OutreachHub integrates with Open Dental and NexHealth for dental workflows, and connects customer-facing scheduling through Google and Microsoft Outlook. Keep the appropriate system of record while OutreachHub coordinates communication, intake, scheduling, and follow-through around it.

OutreachHubConnected dental operations
Open Dental

Connect patient records, providers, reasons for visit, availability, appointments, service mapping, and synchronized scheduling updates.

NexHealth

Connect patient search, locations, providers, appointment types, available slots, and appointment booking through NexHealth-supported workflows.

Google

Connect Google Calendar availability and events to support customer-facing booking, confirmations, and coordinated schedules.

Microsoft Outlook

Connect Outlook calendar availability and events so customer-facing appointments stay aligned with the team’s working calendar.

One connected workflowPractice systems Open Dental and NexHealth provide the dental context needed for configured patient and scheduling workflows.Customer-facing calendars Google and Outlook help teams expose appropriate availability and keep appointments synchronized.

CONNECTED WORKFLOWS

Make the handoffs visible from intake to payment.

New patient → first visitEnquiry or portal invite→Registration and insurance→Eligibility and scheduling→Confirmation and intake
Eligibility → claim paymentEligibility check→Benefit evidence→Claim readiness→ERA, denial, or posting work
Encounter → signed documentationVoice capture→AI note draft→Provider review→Signed note and audit trail
Completed care → ongoing relationshipCheckout→Review or recovery workflow→Recall and treatment follow-up→Next appointment

PRACTICE INTELLIGENCE

Give the morning huddle a clear list of what to fix.

Replace delayed spreadsheets with role-based queues and operational signals. See missed demand, schedule gaps, insurance blockers, revenue work, unscheduled treatment, provider production, and follow-up quality in context.

Call conversionPatient access
Schedule gapsDaily opportunity
Payer delayRevenue risk
Treatment acceptanceGrowth visibility
CollectionsCash performance
Location scorecardsDSO consistency

See how OutreachHub fits your dental practice.

Walk through your PMS, phone setup, payer mix, practice size, and biggest workflow bottlenecks with our team.

Book a Dental WalkthroughContact Us

SEE OUTREACHHUB IN ACTION

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